Reach your clients anytime, anywhere
What Connect can do for you
Don’t settle for generic virtual tax prep. With Refundo, you can add your logo, brand colors, and personal touches to create a virtual experience that feels just as professional and personal as face-to-face. Your clients will recognize and appreciate the familiar branding, keeping them coming back year after year.
Easily share your download link via email, text, or messenger, and let clients access your home screen from anywhere. Work with clients virtually and make sure they reach your page without distractions.
File taxes faster and more accurately with our user-friendly virtual tax prep. Clients can pre-fill their basic info by simply uploading a picture of their license and tax documents.
Highly effective solutions
Marketing Solutions
Combine your virtual experience with marketing solutions that have an impact in how you reach wider audiences. From adding Connect to your website to creating a seamless journey for your customers, the goal is to keep the process simple and effective.
Simple, transparent pricing
Frequently Asked Questions
With Connect, you can personalize the virtual tax platform by adding your logo, brand colors, and custom messages. This creates a professional, branded experience that builds trust and client loyalty.
Connect allows you to share your virtual tax platform via email, text, or messenger, enabling you to work with clients from anywhere in the country. It ensures a distraction-free experience, providing a clear path to your services.
Clients can upload photos of their ID and tax forms directly into the platform. This pre-fills their basic information, helping you file taxes faster and with fewer manual errors, improving both accuracy and efficiency.
Yes, Connect ensures full security for all stored and transmitted information with end-to-end encryption. This keeps your clients' data protected throughout the entire virtual tax preparation process, giving both you and your clients peace of mind.
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